Elyxium Wealth’s UnitedHealth UNH Stock Holding History

Elyxium Wealth’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$337K	Sell	1,246 -340	-21%	-$101K	0.11%	120
2025 Q4	$523K	Sell	1,586 -132	-8%	-$44.7K	0.15%	104
2025 Q3	$593K	Sell	1,718 -363	-17%	-$110K	0.21%	86
2025 Q2	$649K	Buy	2,081 +262	+14%	+$100K	0.24%	77
2025 Q1	$953K	Buy	1,819 +1,278	+236%	+$653K	0.42%	48
2024 Q4	$274K	Sell	541 -1,196	-69%	-$680K	0.17%	74
2024 Q3	$1.02M	Buy	+1,737	New	+$982K	0.56%	39

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Elyxium Wealth's UNH Position: Q1 2026 in Review

Elyxium Wealth reduced its UnitedHealth (UNH) stake by 21% in Q1 2026, selling an estimated $101K and leaving 1,246 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #120.

Elyxium Wealth first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Elyxium Wealth held 1,246 shares of UnitedHealth worth $337K as of Q1 2026.
Elyxium Wealth sold 340 UnitedHealth shares in Q1 2026, an estimated $101K.
UnitedHealth made up 0.11% of Elyxium Wealth's portfolio in Q1 2026, its #120 holding.
Elyxium Wealth first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Elyxium Wealth's UnitedHealth position peaked at $1.02M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.